Amanda Wheeler is a registered investment advisor at Cetera Investment Advisers LLC, based in Bryan, OH, with 16 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
02731 State Route 15, Suite B, Bryan, OH, 43506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amanda is the President, Financial Advisor, and Owner of Baumgartner Financial Services, LTD since January 2020, dedicating about a quarter of her time. She is also a Registered Representative for Amanda Wheeler Investment & Retirement Planning, LTD, spending about a quarter of her time in this role since January 2020.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations11 states
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